Administrative Assistant Job at CBIZ in Nashville

CBIZ is seeking an Administrative Assistant to join our growing and well-established national firm in our Nashville office. This person will be responsible for providing full administrative support to tax professionals.

Essential Functions and Primary Duties

• Assist Partners/Directors and professionals in the Nashville office with their business and administrative needs as it relates to tax document filing, scanning and copying.
• Composes, proofreads, and reviews routine correspondence including tax returns, engagement letters, IRS correspondence and other documents as requested. Responsible for accuracy and clarity of final copy.
• Prepare, type and edit correspondence, client invoices, engagement letters and statistical information (including Excel spreadsheets and Power Point presentations).
• Assists with the management of GoFileRoom, including workflow management related to engagement letters, extensions, returns and other tasks. Running of weekly office reports and coordinating regional tracker efforts.
• Assists with preparation of forms within Prosystem Axcess and processes returns for filing in all federal and state tax jurisdictions.
• Arranges for courier and overnight services.
• Coordinate process for year-end delivery of organizers and engagement letters to clients.
• Continually develops and maintains the client information tracking system.
• Will assist in replenishing and maintaining inventory of office stationery and general office supplies including office coffee service.
• Assist with answering phones and greeting clients
• Provide support for bank deposits.

Preferred Qualifications

• 2 years of administrative assistant experience in a professional services firm; experience supporting a CPA a plus.
• Strong knowledge of Microsoft Office package including Word, Excel, and PowerPoint.
• Experience with GoFileRoom and Prosystem Axcess a plus.
• Excellent verbal and written communication skills.
• Positive and professional attitude a must.
• Desire and ability to work in a very fast-paced environment with ability to work extended hours as required

Qualifications Required

• High school diploma or GED
• 2 years' experience in office environment and preferably performing as an administrative assistant
• Must have knowledge of administrative procedures
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

#LI-LO1

For more information about the position, please send an email to Leslie.Otto@cbiz.com with "Administrative Assistant" in the Subject Line, or use the link to apply directly to the role

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.